AWA
PMT

Arkadios Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Arkadios Wealth Advisors’s Portfolio PMT Stock Details PMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,900
Closed -$69.1K – 1063
2020
Q2 		$69.1K Buy
+3,900
New +$46.8K 0.04% 316

Other funds holding PMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arkadios Wealth Advisors's PMT Position: Q3 2020 in Review

Arkadios Wealth Advisors sold out of PennyMac Mortgage Investment (PMT) in Q3 2020, closing a stake of 3,900 shares — an estimated $69.1K sold.

Arkadios Wealth Advisors first reported a position in PMT in Q2 2020 and held it in 1 quarter. The position peaked at $69.1K in Q2 2020. 201 funds tracked by Wall St. Rank hold PMT as of Q3 2020.

  • Arkadios Wealth Advisors reported no remaining PennyMac Mortgage Investment position as of Q3 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,900 PennyMac Mortgage Investment shares in Q3 2020, an estimated $69.1K.
  • Arkadios Wealth Advisors first reported a position in PennyMac Mortgage Investment in Q2 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's PennyMac Mortgage Investment position peaked at $69.1K in Q2 2020.
  • 201 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.